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Wisdomtree Floating Rate Treasury Fund shares owned by Charis Legacy Partners

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Charis Legacy Partners from 13F filings

Historical chart of Charis Legacy Partners investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Charis Legacy Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Charis Legacy Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 78k 50.27
2025-06-30 $2.6M 53k 50.31
2025-03-31 $236k 4.7k 50.33
2024-12-31 $365k 7.3k 50.32

More positions owned by Charis Legacy Partners

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Kla Corp Com New (KLAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Charis Legacy Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Royal Bank of Canada
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